Download CSV from Commsec, NAB trade and Westpac

There are several ways to add your historical trading data to your Sharesight portfolio. A reliable option is the csv file upload. To assist you in retrieving the data from the above-mentioned brokers please follow the instructions below. Please also note that our import feature will help you to format the file and ensure that all necessary data is processed for you.

Upload the csv file to my Sharesight portfolio?

Important note on useage limits – Sharesight is designed for investors. Due to the real-time nature of our performance calculations, Sharesight is not suitable for active traders with large trading volumes. Sharesight is limited to a maximum of 300 trades per holding and works best with less than 3000 trades per portfolio. Our CSV import tool allows a maximum of 500 trades per CSV file.